Our first webinar is on Thursday, August 6th starting at 1PM Pacific Time. All of our webinars are scheduled at 1PM PT/2PM MT/3PM CT/4PM ET after market close. Most of the sessions are on Thursdays, but please reference our schedule below as a few are on Mondays, and we will be adding a few more on Tuesdays.

We are really proud of our line-up of topics and speakers, which includes your advisory firm peers and thought leaders Lyle Benson, Sophia Bera, Greg Friedman, Eric Hehman, Shaun Kapusinski, Beka Kohmescher, Peter Mallouk, Stewart Mather, Stacey McKinnon, and Tom Orecchio. 

Also presenting are profession experts and consultants Joel Bruckenstein, Megan Carpenter, Lisa Crafford, Dani Fava, Tom Giachetii, Angie Herbers, Matt Sonnen, Jason Wenk and our own Bob Veres.

We are offering 20 or more webinars on timely and innovative topics with the content delivered by noted leaders, topic experts and speakers.

DATE TITLE or TOPIC SPEAKER(S)
Thursday, August 6, 2020 Seeking Innovation Everywhere Dani Fava, Jason Wenk & Bob Veres
Thursday, August 13, 2020 Talking to Clients About Annuities & Secure Income David Lau
Thursday, August 20, 2020 Total Client Experience: A Journey Through Growth, Part 1 Angie Herbers
Thursday, August 27, 2020 Back to the Future Sophia Bera, Greg Friedman, Eric Hehman & Bob Veres (moderator)
Thursday, September 3, 2020 Protecting Your Business From Cyber & Other Threats Travis Pearson & Steve Ryder
Thursday, September 10, 2020 Total Client Experience: A Journey Through Growth, Part 2 Angie Herbers
Tuesday, September 15, 2020 Annuities as an Asset Class Adam Lalla
Thursday, September 17, 2020 Pros & Cons of M&A Peter Mallouk, Stewart Mather, Tom Orecchio & Angie Herbers (moderator)
Thursday, September 24, 2020 Beyond Succession Eric Hehman
Monday, September 28, 2020 Good to Great Stacey McKinnon
Thursday, October 1, 2020 Custodial Choice: Beyond the Usual Suspects OR ON 9/24 Robb Baldwin, Erich Holland, Dan Skiles & Bob Veres (moderator)
Monday, October 5, 2020 Live with Matt! Matt Sonnen
Thursday, October 8, 2020 Marketing for the Modern Advisor Megan Carpenter
Tuesday, October 13, 2020 Best Practices Ideas TBA Power Users of Advisor Peak, Concenter & Redtail
Thursday, October 15, 2020 Preparing For & Navigating Through SEC Examinations Tom Giachetti
Tuesday, October 20, 2020 Matter More to Your Clients Mike Flinn, Rosemary Hueser
Thursday, October 22, 2020 Best Planning Ideas During the Pandemic Panel TBA moderated by Lyle Benson
Tuesday, October 27, 2020 The Evolving Advisor/Custodial Partnership Ben Harrison, Bob Veres
Thursday, October 29, 2020 How to Find, Hire & Retain the Best & the Brightest Hunter Judson, Rebekah Kohmescher & TBA
Monday, November 2, 2020 Industry Research & Application Lisa Crafford & Shaun Kapusinski
Thursday, November 5, 2020 Joel Talks (More) Tech with Bob Joel Bruckenstein, Bob Veres
Thursday, November 12, 2020 Cybersecurity John Anderson

All sessions with the exception of Angie Herber’s webinars will be recorded so that you can re-listen or listen at your convenience. The price for the 20+ webinars is $199

REGISTER NOW

 

DISCOUNTS

HIFON members are eligible for a $20 discount; please contact Shaun Kapusinski for your code. Bob’s Inside Information subscribers can receive a $20 discount off their standard registration fee. Please contact Bob at bob@bobveres.com for your discount code. Please note that discounts are not stackable - only one discount per registrant.

If you have any registration issues, please e-mail our conference manager Lori Bennett at lori.bennett@conferencedirect.com and she will help you.

Written requests for refunds received or processed through our registration system by July 31, 2020 (prior to 12:01AM CT) will be refunded in full less a $75 administrative fee. Cancellations after that time will not be refunded; however, substitute registrations are welcome. Please contact Lori Bennett at lori.bennett@conferencedirect.com if you wish to register someone else in your place.

For more information regarding refund, complaint and/or program cancellation policies, please contact Lori Bennett at lori.bennett@conferencedirect.com.

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Insider’s Forum, LLC is committed to providing a safe, productive, and welcoming environment to all participants, including attendees, sponsoring firm representatives, staff, and vendors, at the Insider’s Forum conference, virtual events and any other Insider’s Forum related events. We have no tolerance for discrimination, harassment, or bullying in any form at Insider’s Forum related events. Participants are expected to adhere to these principles and respect the rights of others.  

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